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2025-04-05-accounts

CHARITY REGISTRATION NUMBER: 1136772

Ohel Torah Unaudited Financial Statements 5 April 2025

HAFFNER HOFF LTD

Accountants 2nd Floor - Parkgates Bury New Road Prestwich Manchester M25 0TL

Ohel Torah

Financial Statements

Year ended 5 April 2025

Pages
Trustees' annual report 1 to 4
Independent examiner's report to the trustees 5
Statement of financial activities 6
Statement of financial position 7
Notes to the financial statements 8

Ohel Torah

Trustees' Annual Report

Year ended 5 April 2025

The trustees present their report and the unaudited financial statements of the charity for the year ended 5 April 2025.

Reference and administrative details

Registered charity name Ohel Torah Charity registration number 1136772 Principal office 61 Broom Lane Salford M7 4FF The trustees S Levenson D Hommel C Kahn A Roberts Accountants Haffner Hoff Ltd Accountants 2nd Floor - Parkgates Bury New Road Prestwich Manchester M25 0TL

Structure, governance and management

Ohel Torah is a charitable trust constituted by a Deed of Trust dated 20 April 2010 and is a registered charity, number 1136772.

The Charity is run by the trustees who all act in an honorary capacity. A new trustee would receive copies of the previous years' Annual Report and Accounts and a copy of the Charity Commission leaflet 'The Essential Trustee: What you need to know'.

Risk Management

The trustees have identified and reviewed the major risks to which the charity is exposed. Both manual and automated checks are regularly invoked, particularly those relating to the operations and finance of the charity. The trustees are satisfied that these systems and procedures mitigate any perceived risks.

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Ohel Torah

Trustees' Annual Report (continued)

Year ended 5 April 2025

Objectives and activities

The objectives of the charity are the promotion of the Jewish faith for the public benefit, the relief of poverty by such means as the trustees think fit and the advancement of education for the public benefit including but not limited to Orthodox Jewish education.

Public Benefit Policy

We have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing our aims and objectives and in planning our future activities.

Grant Making Policy

Grants are made to charitable institutions and organisations which accord with the objects of the charity.

Achievements and performance

During the year, the charity received £324,920 (2024: £283,096) in donations and grants, and £75,736 (2024: £67,414) from the rental of the hall.

During the year the synagogue spent £374,635 (2024: £387,773) running the synagogue and its facilities.

In addition, there were investment costs of £76,614 (2024: £125,889), and costs attributed to the hall of £18,702 (2024: £17,473).

Support costs of £7,869 were incurred, comprising professional fees and office costs (2024: £16,611).

The charity has low governance costs comprising professional fees.

There were no material fundraising costs during the year.

Related party transactions are disclosed in the notes to the accounts as applicable.

There was an overall net movement and net expenditure of £68,636 (2024: (£168,309)), all of these were unrestricted.

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Ohel Torah

Trustees' Annual Report (continued)

Year ended 5 April 2025

Financial review

Investment performance

The investment of the charity, a property investment syndicate, has made a loss during the year.

This investment is a development that had taken longer to come to fruition than expected. It is currently fully let and is income producing. Additionally, two units were recently sold to reduce the borrowing on the investment. The trustees are optimistic that the project will remain profitable while the managers of the investment are seeking to sell off all the remaining units and thereby provide a reasonable return for the charity.

The trustees consider this acceptable when compared with returns available on deposits in any of the banking institutions. This is because the investment was a capital investment rather than one that would produce a revenue stream. The trustees anticipate that the return will be a lot higher than returns available on deposits in any of the banking institutions.

As at 5 April 2025 the charity held unrestricted free reserves of £155,069 (2024: £119,093).

Total funds held by the charity at the year-end were £2,291,514 (2024: £2,360,150) all of these are unrestricted.

Reserves Policy

The unrestricted fund represents the unrestricted funds arising from past operating results.

The trustees are satisfied that the balance of the fund is an acceptable level of reserves. It is the policy of the charity to maintain sufficient free reserves to ensure the synagogue running expenses can be met on a timely basis, even if the charity were to encounter fundraising shortfalls. This policy is reviewed annually.

Trustees' responsibilities statement

The trustees are responsible for preparing the trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, of the charity for that period.

In preparing these financial statements, the trustees are required to:

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Ohel Torah

Trustees' Annual Report (continued)

Year ended 5 April 2025

The trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the Trust Deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees' annual report was approved on 4 February 2026 and signed on behalf of the board of trustees by:

D Hommel Trustee

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Ohel Torah

Independent Examiner's Report to the Trustees of Ohel Torah

Year ended 5 April 2025

I report to the trustees on my examination of the financial statements of Ohel Torah ('the charity') for the year ended 5 April 2025.

Responsibilities and basis of report

As the trustees of the charity, you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity's financial statements carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales (ICAEW), which is one of the listed bodies.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the financial statements do not accord with those records; or

  3. the financial statements do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair' view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Howard Schwalbe ACA

Independent Examiner

2nd Floor - Parkgates Bury New Road Prestwich Manchester M25 0TL

4 February 2026

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Ohel Torah

Statement of Financial Activities

Year ended 5 April 2025

2025 2024
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
Income and endowments
Donations and legacies 4 319,150 5,770 324,920 283,096
Hall hire 5 75,736 75,736 67,414
-------------------------------- ----------------------- -------------------------------- --------------------------------
Total income 394,886 5,770 400,656 350,510
================================ ======================= ================================ ================================
Expenditure
Expenditure on raising funds:
Costs of Hall Hire 6 18,702 18,702 17,473
Investment management costs 7 76,614 76,614 125,289
Expenditure on charitable activities 8,9 368,865 5,770 374,635 387,773
-------------------------------- ----------------------- -------------------------------- --------------------------------
Total expenditure 464,181 5,770 469,951 530,535
================================ ======================= ================================ ================================
Net gains on investments 12 659 659 11,716
-------------------------------- ----------------------- -------------------------------- --------------------------------
Net expenditure and net movement in
funds (68,636) (68,636) (168,309)
================================ ======================= ================================ ================================
Reconciliation of funds
Total funds brought forward 2,360,150 2,360,150 2,528,459
----------------------------------------- ----------------------- ----------------------------------------- -----------------------------------------
Total funds carried forward 2,291,514 2,291,514 2,360,150
========================================= ======================= ========================================= =========================================

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 8 to Error! Bookmark not defined. form part of these financial statements.

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Ohel Torah

Statement of Financial Position

5 April 2025

2025 2024
Note £ £
Fixed assets
Tangible fixed assets 17 2,578,149 2,618,418
Investments 19 (32,728) 43,227
----------------------------------------- -----------------------------------------
2,545,421 2,661,645
Current assets
Debtors 20 3,646 4,601
Cash at bank and in hand 168,339 133,813
-------------------------------- --------------------------------
171,985 138,414
Creditors: amounts falling due within one year 21 (16,916) (19,321)
-------------------------------- --------------------------------
Net current assets 155,069 119,093
----------------------------------------- -----------------------------------------
Total assets less current liabilities 2,700,490 2,780,738
Creditors: amounts falling due after more than one year 22 (408,976) (420,588)
----------------------------------------- -----------------------------------------
Net assets 2,291,514 2,360,150
========================================= =========================================
Funds of the charity
Unrestricted funds 2,291,514 2,360,150
----------------------------------------- -----------------------------------------
Total charity funds 24 2,291,514
=========================================
2,360,150
=========================================

These financial statements were approved by the board of trustees and authorised for issue on 4 February 2026, and are signed on behalf of the board by:

D Hommel Trustee

The notes on pages 8 to Error! Bookmark not defined. form part of these financial statements.

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Ohel Torah

Notes to the Financial Statements

Year ended 5 April 2025

1. General information

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is 61 Broom Lane, Salford, M7 4FF.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Charities Act 2011.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements did not require management to make judgements, estimates or assumptions that affect the amounts reported at the year end.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or

commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal and fall into one of two sub-classes: restricted income funds or endowment funds.

Incoming resources

All income is included in the statement of financial activities when entitlement has passed to the charity, it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

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Ohel Torah

Notes to the Financial Statements (continued)

Year ended 5 April 2025

3. Accounting policies (continued)

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Tangible assets

Tangible assets are initially recorded at cost and subsequently stated at cost less any accumulated depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded at the fair value at the date of revaluation less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

An increase in the carrying amount of an asset as a result of a revaluation, is recognised in other recognised gains and losses, unless it reverses a charge for impairment that has previously been recognised as expenditure within the statement of financial activities. A decrease in the carrying amount of an asset as a result of revaluation, is recognised in other recognised gains and losses, except to which it offsets any previous revaluation gain, in which case the loss is shown within other recognised gains and losses on the statement of financial activities.

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Freehold property - 2% straight line
Fixtures and fittings - 25% reducing balance
Library - 2% straight line

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Ohel Torah

Notes to the Financial Statements (continued)

Year ended 5 April 2025

3. Accounting policies (continued)

Investments

Investments in joint property syndicates

This represents capital introduced by the charity into the syndicates plus accrued surpluses less deficiencies but without revaluing the syndicate properties.

Some of the syndicates in which the charity is a participator have borrowings which are secured on the syndicate properties.

The charity accounts for its syndicate investments under the 'equity accounting' basis and thus the charity's share of such borrowings are not included in these accounts.

Impairment of fixed assets

A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date.

For the purposes of impairment testing, when it is not possible to estimate the recoverable amount of an individual asset, an estimate is made of the recoverable amount of the cash-generating unit to which the asset belongs. The cash-generating unit is the smallest identifiable group of assets that includes the asset and generates cash inflows that largely independent of the cash inflows from other assets or groups of assets.

For impairment testing of goodwill, the goodwill acquired in a business combination is, from the acquisition date, allocated to each of the cash-generating units that are expected to benefit from the synergies of the combination, irrespective of whether other assets or liabilities of the charity are assigned to those units.

Financial instruments

A financial asset or a financial liability is recognised only when the entity becomes a party to the contractual provisions of the instrument.

Basic financial instruments are initially recognised at the amount receivable or paable including any related transaction costs, unless the arrangement constitutes a financing transaction, where it is recognised at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Defined contribution plans

Contributions to defined contribution plans are recognised as an expense in the period in which the related service is provided. Prepaid contributions are recognised as an asset to the extent that the prepayment will lead to a reduction in future payments or a cash refund.

When contributions are not expected to be settled wholly within 12 months of the end of the reporting date in which the employees render the related service, the liability is measured on a discounted present value basis. The unwinding of the discount is recognised as an expense in the period in which it arises.

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Ohel Torah

Notes to the Financial Statements (continued)

Year ended 5 April 2025

4. Donations and legacies

Unrestricted Unrestricted Restricted Total Funds Total Funds
Funds Funds 2025
£ £ £
Donations
Donations 316,713 316,713
Building fund donations 2,437 2,437
Grants
Grants receivable 5,770 5,770
-------------------------------- ----------------------- --------------------------------
319,150 5,770 324,920
================================ ======================= ================================
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Donations
Donations 270,223 270,223
Building fund donations 8,019 8,019
Grants
Grants receivable 4,854 4,854
-------------------------------- ----------------------- --------------------------------
278,242 4,854 283,096
================================ ======================= ================================
5. Hall hire
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Hall Income 75,736 75,736 67,414 67,414
============================ ============================ ============================ ============================
6. Costs of hall hire
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Cleaning 18,702 18,702 17,473 17,473
============================ ============================ ============================ ============================
7. Investment management costs
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Other investment management costs 76,614 76,614 125,289 125,289
============================ ============================ ================================ ================================

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Ohel Torah

Notes to the Financial Statements (continued)

Year ended 5 April 2025

8. Expenditure on charitable activities by fund type

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Charitable activities 360,996 5,770 366,766
Support costs 7,869 7,869
-------------------------------- ----------------------- --------------------------------
368,865 5,770 374,635
================================ ======================= ================================
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Charitable activities 366,308 4,854 371,162
Support costs 16,611 16,611
-------------------------------- ----------------------- --------------------------------
382,919 4,854 387,773
================================ ======================= ================================

9. Expenditure on charitable activities by activity type

Activities
undertaken
Grant funding
Support Total funds Total fund
directly of activities costs 2025 2024
£ £ £ £ £
Charitable activities 240,091 126,675 5,828 372,594 383,861
Governance costs 2,041 2,041 3,912
-------------------------------- -------------------------------- ----------------------- -------------------------------- --------------------------------
240,091 126,675 7,869 374,635 387,773
================================ ================================ ======================= ================================ ================================

10. Analysis of support costs

Analysis of
support costs Total 2025 Total 2024
£ £ £
General office 5,828 5,828 12,699
Governance costs 2,041 2,041 3,912
----------------------- ----------------------- ----------------------------
7,869 7,869 16,611
======================= ======================= ============================

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Ohel Torah

Notes to the Financial Statements (continued)

Year ended 5 April 2025

11. Analysis of grants

2025 2024
£ £
Grants to institutions
Ahavas Chesed Trust 23,600
Alfei Zohov 9,000
Bederech Kovod 12,350
British Friends of Tiferes Chaim 4,500
Grants under £1000 760 1,350
Kollel Binyan Simcha 1,500
Kolyom Trust 2,500
Shaarei Torah Trust 2,600
TTT 14,600 32,420
---------------------------- ----------------------------
71,410 33,770
Grants to individuals
Grants to individuals 55,265 102,927
-------------------------------- --------------------------------
Total grants 126,675
================================
136,697
================================

The above grants went towards the following purposes: the relief of poverty and the advancement of Jewish religious education.

12. Net gains on investments

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Gains/(losses) on investment property 659 659 11,716 11,716
============== ============== ============================ ============================
13. Net expenditure
Net expenditure is stated after charging/(crediting):
2025 2024
£ £
Depreciation of tangible fixed assets 55,830 57,434
============================ ============================
14. Independent examination fees
2025 2024
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 2,040 2,040
======================= =======================

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Ohel Torah

Notes to the Financial Statements (continued)

Year ended 5 April 2025

15. Staff costs

The total staff costs and employee benefits for the reporting period are analysed as The total staff costs and employee benefits for the reporting period are analysed as follows:
2025 2024
£ £
Wages and salaries 21,001 22,137
Employer contributions to pension plans 26,128 27,359
---------------------------- ----------------------------
47,129 49,496
============================ ============================

The average head count of employees during the year was 2 (2024: 2).

No employee received employee benefits of more than £60,000 during the year (2024: Nil).

16. Trustee remuneration and expenses

No remuneration or other benefits from employment with the charity or a related entity were received by the trustees.

17. Tangible fixed assets

Freehold
Fixtures and
Torah
property fittings Scrolls Library Total
£ £ £ £ £
Cost
At 6 April 2024 2,515,386 36,058 117,400 15,830 2,684,674
Additions 402 15,000 159 15,561
----------------------------------------- ---------------------------- -------------------------------- ---------------------------- -----------------------------------------
At 5 April 2025 2,515,386 36,460 132,400 15,989 2,700,235
========================================= ============================ ================================ ============================ =========================================
Depreciation
At 6 April 2024 50,308 15,631 317 66,256
Charge for the year 50,307 5,207 316 55,830
----------------------------------------- ---------------------------- -------------------------------- ---------------------------- -----------------------------------------
At 5 April 2025 100,615 20,838 633 122,086
========================================= ============================ ================================ ============================ =========================================
Carrying amount
At 5 April 2025 2,414,771 15,622 132,400 15,356 2,578,149
========================================= ============================ ================================ ============================ =========================================
At 5 April 2024 2,465,078
=========================================
20,427
============================
117,400
================================
15,513
============================
2,618,418
=========================================

18. Torah scrolls

Torah Scrolls are not depreciated as the estimated life is in excess of 50 years.

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Ohel Torah

Notes to the Financial Statements (continued)

Year ended 5 April 2025

19. Investments

Other
investments
£
Cost or valuation
At 6 April 2024 43,227
Additions 659
Disposals (76,614)
----------------------------
At 5 April 2025 (32,728)
============================
Impairment
At 6 April 2024 and 5 April 2025
============================
Carrying amount
At 5 April 2025 (32,728)
============================
At 5 April 2024 43,227
============================

All investments shown above are held at valuation.

Investments in joint property syndicates

Other Investments are joint property syndicates. This is comprised of capital introduced by the charity into the syndicates plus accrued surpluses less deficiencies but without revaluing the syndicate properties.

20. Debtors

2025 2024
£ £
Other debtors 3,646 4,601
======================= =======================
21. Creditors: amounts falling due within one year
2025 2024
£ £
Bank loans and overdrafts - secured 14,001 14,000
Accruals and deferred income 2,915 5,321
---------------------------- ----------------------------
16,916 19,321
============================ ============================
22. Creditors: amounts falling due after more than one year
2025 2024
£ £
Bank loans and overdrafts - secured 408,976 420,588
================================ ================================

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Ohel Torah

Notes to the Financial Statements (continued)

Year ended 5 April 2025

23. Pensions and other post-retirement benefits

Defined contribution plans

The amount recognised in income or expenditure as an expense in relation to defined contribution plans was £26,128 (2024: £27,359).

24. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At 06 Gains and At 05
Apr 2024 Income Expenditure losses Apr 2025
£ £ £ £ £
General funds 2,360,150 394,886 (464,181) 659 2,291,514
========================================= ================================ ================================ ============== =========================================
At 06 Gains and At 05
Apr 2023 Income Expenditure losses Apr 2024
£ £ £ £ £
General funds 2,528,459 345,656 (525,681) 11,716 2,360,150
========================================= ================================ ================================ ============================ =========================================
Restricted funds
At 06 Gains and At 05
Apr 2024 Income Expenditure losses Apr 2025
£ £ £ £ £
Restricted fund – grants
receivable 5,770 (5,770)
============== ======================= ======================= ============== ==============
At 06 Gains and At 05
Apr 2023 Income Expenditure losses Apr 2024
£ £ £ £ £
Restricted fund – grants
receivable 4,854 (4,854)
============== ======================= ======================= ============== ==============

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Ohel Torah

Notes to the Financial Statements (continued)

Year ended 5 April 2025

25. Analysis of net assets between funds

Unrestricted Total Funds
Funds 2025
£ £
Tangible fixed assets 2,578,149 2,578,149
Investments (32,728) (32,728)
Current assets 171,985 171,985
Creditors less than 1 year (16,916) (16,916)
Creditors greater than 1 year (408,976) (408,976)
----------------------------------------- -----------------------------------------
Net assets 2,291,514 2,291,514
========================================= =========================================
Unrestricted Total Funds
Funds 2024
£ £
Tangible fixed assets 2,618,418 2,618,418
Investments 43,227 43,227
Current assets 138,414 138,414
Creditors less than 1 year (19,321) (19,321)
Creditors greater than 1 year (420,588) (420,588)
----------------------------------------- -----------------------------------------
Net assets 2,360,150 2,360,150
========================================= =========================================

26. Related parties

During the year aggregate donations totalling £2,512 were received by the charity from trustees and related parties.

27. Taxation

Ohel Torah is a registered charity and therefore is not liable to income tax or corporation tax on income derived from its charitable activities, as it falls within the various exemptions available to registered charities.

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